The webinar masterclass series will take you from beginner to pro.
Over the next 4 weeks, discover how to get the most out of MyCRM and unlock all the features available to make your life easier.
Each week, we break down MyCRM into 5 different topics. Jump onto a live webinar, be taken on a tour, see some live examples, understand the best use of the system and ask any questions you have. Each webinar is approximately 25 minutes and you can book into any week that suits you.
All your burning MyCRM questions answered
Understand, send and track the 3.5 year client care email templates
Learn how to use the lead and applications pipeline
Unlock the secrets behind the loan application fields and get the most out of your calculators
How to set up a referral agreement, fast-track payments and how to add partners as a contact